See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,531 | $99,652-80.4% | $78,778-75.2% | $147,584-86.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 29.23% | 47.28%-18.0pp | 35.62%-6.4pp | 578.55%-549.3pp |
| Employer contribution / active EE | $1,458 | $2,796-47.8% | $1,986-26.6% | $4,876-70.1% |
| Participant deferral / active EE | $2,415 | $3,664-34.1% | $2,958-18.4% | $5,439-55.6% |
| Admin fee / account holder | $12 | $7,155-99.8% | $5,134-99.8% | $10,885-99.9% |